The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Finally, we will address the complexities advisors face in investment management, client growth, and retention.
As 2023 draws to a close, what will 2024 have in store for investors? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled. As we've seen before, a lot can happen in the meantime.
Our 2024 Economic & Market Outlook covers:
As major central banks in developed economies gear up for the next phase of monetary policy, the key question on the minds of global investors is what lies ahead. A consensus among central bankers suggests that rates will continue to stay in restrictive territory, with no cuts on the horizon in the near term. Given this backdrop, the central question for the coming year is deciphering the implications of "higher for longer." This shift in monetary policy will undoubtedly have far-reaching consequences for investment strategies, requiring careful assessment and adaptation as the financial landscape evolves.
Join the thought leaders at WisdomTree and VettaFi for a robust discussion about the challenges and opportunities available in the fixed income space.
Today’s inflationary market landscape is fraught with risks for investors. Despite these circumstances, Scott Welch and Kevin Flanagan outline how bond investors can generate yield.
July offered investors a slight reprieve from the market volatility that has characterized the first half of 2022.
Let’s talk about something few people have any interest in talking about this year.
On the latest episode of the Behind the Markets podcast, we had a fascinating conversation with Don Kohn, former Federal Reserve vice chair, and Dave Goodson, Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management.
Can a weakening yen (JPY) continue to bolster Japanese equity markets?
At this point, where do we honestly see ourselves on the journey to more and better energy storage solutions?
How quickly the narrative has shifted back and forth in the money and bond markets.
Let’s face it—we love exciting announcements. Why talk about the small technical improvements of a given artificial intelligence (AI) system when you can prognosticate about the coming advent of artificial general intelligence (AGI)? However, focusing too much on AGI risks missing many incremental improvements in the space along the way.
In our third of three posts on small-cap valuations, let’s examine how focusing on dividend payers amid a volatile market backdrop has provided excess returns, with even lower valuations.
This article is relevant to financial professionals who are considering offering model portfolios to their clients.
This week has seen a series of rapid contractions across the digital asset ecosystem. In a space that is well-known for volatility, even this week has stood out to observers.
Investors often look for ways to enhance income, lower a portfolio’s overall expected volatility or even help manage taxable gains.
Regular readers of WisdomTree blogs know that we are firm believers in both asset class and risk factor diversification when building our Model Portfolios.
When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise.
Something in the market changed about a half-year ago. A dandy old “truism” that had made the rounds for ages got scrapped.
Value has trounced growth this year, and high dividend companies have outperformed. Matt Wagner discusses the global dividend investment opportunity: emerging markets.
“Web3” has emerged as a buzzword over the last few months.
Digital assets have grown exponentially in the past decade. After the recent crypto sell-off, Benjamin Dean discusses what may lie ahead in the digital assets ecosystem.
One of WisdomTree’s flagship value Funds made some notable changes at the start of the new year.
2021 has been a year of notable economic growth after unexpected change caused by the COVID-19 pandemic. In our Economic and Market Outlook for 2022, we lay out some of the “known unknowns” we believe could significantly affect the investing landscape...
For India and China, 2021 is a tale of two equity markets. But when it comes to energy—particularly coal-generated electricity—the two countries are remarkably similar. Liqian Ren discusses the potential impact of this reliance on India and China’s economic growth.
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients.
We believe the traditional 60/40 portfolio will face significant headwinds in meeting investor objectives as we move through this decade and the next. Against this backdrop, Scott Welch discusses how WisdomTree seeks to challenge the traditional 60/40 approach.
